Katam Hill LLC

Katam Hill LLC is a single‑advisor independent registered investment adviser that provides discretionary investment management, subadvisor/money‑management services on third‑party platforms, and investment research to select third parties. The firm serves individual and retirement accounts as well as trusts, pooled investment vehicles, and institutional clients, and manages roughly $42 million in assets while charging asset‑based and performance‑based fees.

The firm’s core investment approach is a fundamental, bottoms‑up long/short equity strategy focused on identifying long‑term headwinds and tailwinds, with a sector emphasis on technology, media, and communication services. Katam offers two defined portfolios (Deep Growth for non‑margin accounts and Deep Growth Plus that permits margin, shorting, options and FX exposure) and can run highly concentrated, event‑driven positions that the firm describes as speculative and potentially volatile.

What distinguishes Katam from many solo independent advisers is its combination of performance reporting and institutional‑style services: the firm advertises performance results (including predecessor performance) and references third‑party ratings, offers performance‑based fee arrangements (calculated annually without a high‑watermark), and provides portfolio management for pooled vehicles and other institutional clients. The brochure also discloses active use of leverage, margin borrowing, short selling and derivatives in separately managed accounts and a practice of offering subadvisory/third‑party research services, which are less common among peers.